Navigation Configuration: To Configure the Side Panel

In this activity, you will learn how to modify an existing generic inquiry to add the ability to view the details of a record selected in the inquiry results in a side panel. You will configure a side panel with a single tab.

Attention: This activity is based on the U100 dataset. If you are using another dataset, or if any system settings have been changed in U100, these changes can affect the workflow of the activity and the results of the processing. To avoid any issues, restore the U100 dataset to its initial state.

Story

Suppose that you are a technical specialist in your company who works on simple customizations, including those involving the creation, modification, and use of generic inquiries. An accountant of your company has requested an inquiry form that displays data about AR invoices and memos. You have offered the predefined Invoices and Memos (AR3010PL) generic inquiry form, but the accountant has asked you to give users the ability to view the details of any listed invoice or memo in a side panel.

Configuration Overview

You will work with a copy of the predefined Invoices and Memos (AR3010PL) generic inquiry form, which has the AR-Invoices and Memos inquiry title and the Invoices and Memos site map title specified on the Generic Inquiry (SM208000) form.

Tip: The Invoices and Memos (AR3010PL) generic inquiry form, which is the list of the invoices and memos that have been created on the Invoices and Memos (AR301000) form, is the substitute form that is opened when you click the Invoices and Memos link in a workspace or a list of search results.

The copy that you will modify has the DB7-ARInvoicesMemos inquiry title and the S130 Invoices and Memos site map title specified on the Generic Inquiry form.

Process Overview

On the Navigation tab of the Generic Inquiry (SM208000) form, you will specify the Invoices and Memos (AR301000) form to be displayed in the side panel of the resulting inquiry form. You will also provide the navigation settings the system should use to display the details of the invoice or memo whose identifier the user clicks in the inquiry results.

System Preparation

Launch the MYOB Acumatica website, and sign in to a tenant with the U100 dataset preloaded as system administrator Kimberly Gibbs. You should sign in by using the gibbs username and the 123 password.

Tip: The gibbs user is assigned the Administrator role, which has sufficient access rights to manage the system configuration and to modify generic inquiries, advanced filters, pivot tables, and dashboards.

Step: Specifying Navigation Settings for the Side Panel

To modify the copied generic inquiry to specify the needed navigation settings for the side panel, do the following:

  1. Open the Generic Inquiry (SM208000) form.
  2. In the Inquiry Title box of the Summary area, select DB7-ARInvoicesMemos.
  3. On the Navigation tab, in the Navigation Targets pane, add a row with the following settings:
    • Link: AR301000 - Invoices and Memos

      To select this value, click the selector icon; in the lookup table, type AR301000 in the Search box, and double-click the row with the form.

    • Window Mode: Side Panel
  4. On the form toolbar, click Save.
  5. On the Navigation tab, while the row you added is still selected in the Navigation Targets pane, in the Icon box of the right pane, select account details.
    Tip: This box appears for any navigation target row with Side Panel selected in the Window Mode column.
  6. On the Navigation Parameters tab (also in the right pane of the Navigation tab), add a row, and specify the following settings in the added row:
    • Field: DocType
    • Parameter: ARInvoice.DocType
  7. Add another row, and specify the following settings:
    • Field: RefNbr
    • Parameter: ARInvoice.RefNbr
  8. On the form toolbar, click Save.
  9. On the form toolbar, click View Inquiry to preview how your changes have affected the inquiry form.
  10. Click a row with an invoice or memo, and notice that the system displays its details in the side panel (see the following screenshot).
    Figure 1. Generic inquiry with a side panel


Self-Test Exercise

Now that you learned how to configure the side panel and specify navigation parameters, try to apply the knowledge and add the Customers (AR303000) form to the side panel for another copy of the AR-Invoices and Memos generic inquiry. On the resulting inquiry form, by clicking a row, a user should be able to view the details of the customer account associated with the invoice or memo listed in the row the user clicked.

Tip: On the Navigation tab of the Generic Inquiry (SM208000) form, in the Navigation Targets pane, you add a row with the AR303000 - Customers link and select the Side Panel window mode. Then in the right pane, you select an icon and specify the navigation parameter offered by the system for selection.